Purchases and Sales Made in Q2 2024 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q2 2024. The information is specifically focused on institutions that hold shares of Bank of America Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
248+ 1.24% |
$8.6K - $9.92K
|
20.2K
$898K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
248+ 15.09% |
$8.6K - $9.92K
|
1.89K
$83.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
248+ 3.29% |
$8.6K - $9.92K
|
7.78K
$345K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
246+ 1.82% |
$8.53K - $9.84K
|
13.8K
$612K
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
246+ 3.06% |
$8.53K - $9.84K
|
8.29K
$367K
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
243+ 2.16% |
$8.43K - $9.72K
|
11.5K
$510K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
241New |
$8.36K - $9.64K
|
241
$10.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
241+ 1.33% |
$8.36K - $9.64K
|
18.4K
$814K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
241+ 72.16% |
$8.36K - $9.64K
|
575
$25.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
240+ 0.58% |
$8.32K - $9.6K
|
41.8K
$1.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
240+ 4.21% |
$8.32K - $9.6K
|
5.95K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
240+ 0.48% |
$8.32K - $9.6K
|
50.7K
$2.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
238+ 2.13% |
$8.25K - $9.52K
|
11.4K
$507K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
234+ 2.02% |
$8.12K - $9.36K
|
11.8K
$523K
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
232+ 3.54% |
$8.05K - $9.28K
|
6.78K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
228+ 3.75% |
$7.91K - $9.12K
|
6.31K
$280K
|
|
|
Jul 16, 2024
Q2 2024
|
Mcia Inc
|
BUY
|
- |
226+ 3.77% |
$7.84K - $9.04K
|
6.21K
$276K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
226+ 1.19% |
$7.84K - $9.04K
|
19.3K
$855K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
225+ 2.99% |
$7.8K - $9K
|
7.75K
$344K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
219+ 0.3% |
$7.59K - $8.76K
|
72.5K
$3.22M
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
216+ 2.95% |
$7.49K - $8.64K
|
7.53K
$334K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
212+ 1.13% |
$7.35K - $8.48K
|
19K
$840K
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
210+ 2.58% |
$7.28K - $8.4K
|
8.35K
$370K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
208+ 1.09% |
$7.21K - $8.32K
|
19.4K
$859K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
206+ 0.22% |
$7.14K - $8.24K
|
93.2K
$4.13M
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
206+ 1.47% |
$7.14K - $8.24K
|
14.2K
$630K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
203+ 5.85% |
$7.04K - $8.12K
|
3.68K
$163K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
203+ 1.82% |
$7.04K - $8.12K
|
11.4K
$503K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
200+ 2.37% |
$6.94K - $8K
|
8.65K
$384K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
200New |
$6.94K - $8K
|
200
$8.87K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
200New |
$6.94K - $8K
|
200
$8.87K
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
199+ 1.08% |
$6.9K - $7.96K
|
18.6K
$827K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
199+ 1809.09% |
$6.9K - $7.96K
|
210
$9.31K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
199+ 1.81% |
$6.9K - $7.96K
|
11.2K
$495K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
198+ 0.84% |
$6.87K - $7.92K
|
23.7K
$1.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
197+ 42.73% |
$6.83K - $7.88K
|
658
$29.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
195+ 0.59% |
$6.76K - $7.8K
|
33.5K
$1.48M
|
|
|
Jul 26, 2024
Q2 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
190+ 0.63% |
$6.59K - $7.6K
|
30.3K
$1.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
188+ 1.04% |
$6.52K - $7.52K
|
18.3K
$813K
|
|
|
Aug 14, 2024
Q2 2024
|
Mark Asset Management LP
New York, NY |
BUY
|
- |
188+ 0.7% |
$6.52K - $7.52K
|
27.2K
$1.21M
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
186+ 2.81% |
$6.45K - $7.44K
|
6.82K
$302K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
186+ 0.6% |
$6.45K - $7.44K
|
31.3K
$1.39M
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
180+ 8.12% |
$6.24K - $7.2K
|
2.4K
$106K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
178New |
$6.17K - $7.12K
|
178
$7.89K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
175+ 1.58% |
$6.07K - $7K
|
11.3K
$500K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
175+ 0.56% |
$6.07K - $7K
|
31.6K
$1.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
172+ 2.89% |
$5.96K - $6.88K
|
6.12K
$271K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
171+ 1.04% |
$5.93K - $6.84K
|
16.7K
$739K
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
170+ 1.47% |
$5.9K - $6.8K
|
11.7K
$519K
|
|
|
Aug 08, 2024
Q2 2024
|
Ns Partners LTD
|
BUY
|
- |
170+ 0.04% |
$5.9K - $6.8K
|
473K
$21M
|